SWA
SOA Wealth Advisors’s Charles Schwab SCHW Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $227K | Buy |
2,492
+3
| +0.1% | +$274 | 0.04% | 186 |
|
|
2025
Q1 | $195K | Sell |
2,489
-848
| -25% | -$66.4K | 0.04% | 192 |
|
|
2024
Q4 | $247K | Buy |
3,337
+62
| +2% | +$4.59K | 0.05% | 161 |
|
|
2024
Q3 | $212K | Buy |
3,275
+3
| +0.1% | +$194 | 0.04% | 182 |
|
|
2024
Q2 | $241K | Sell |
3,272
-305
| -9% | -$22.5K | 0.05% | 164 |
|
|
2024
Q1 | $259K | Buy |
3,577
+366
| +11% | +$26.5K | 0.05% | 158 |
|
|
2023
Q4 | $221K | Buy |
3,211
+261
| +9% | +$18K | 0.05% | 164 |
|
|
2023
Q3 | $162K | Buy |
2,950
+62
| +2% | +$3.4K | 0.04% | 188 |
|
|
2023
Q2 | $164K | Buy |
2,888
+143
| +5% | +$8.11K | 0.04% | 184 |
|
|
2023
Q1 | $144K | Buy |
2,745
+1,659
| +153% | +$86.9K | 0.04% | 189 |
|
|
2022
Q4 | $90.4K | Buy |
1,086
+60
| +6% | +$5K | 0.02% | 231 |
|
|
2022
Q3 | $73K | Buy |
1,026
+1
| +0.1% | +$71 | 0.02% | 229 |
|
|
2022
Q2 | $64K | Sell |
1,025
-21
| -2% | -$1.31K | 0.02% | 240 |
|
|
2022
Q1 | $88K | Buy |
1,046
+192
| +22% | +$16.2K | 0.02% | 242 |
|
|
2021
Q4 | $72K | Buy |
854
+54
| +7% | +$4.55K | 0.02% | 260 |
|
|
2021
Q3 | $58K | Buy |
800
+98
| +14% | +$7.11K | 0.01% | 287 |
|
|
2021
Q2 | $51K | Sell |
702
-1
| -0.1% | -$73 | 0.01% | 306 |
|
|
2021
Q1 | $45K | Buy |
703
+15
| +2% | +$960 | 0.01% | 284 |
|
|
2020
Q4 | $38K | Buy |
+688
| New | +$38K | 0.01% | 299 |
|